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About Our Team

Meet Your TeamOur People Are Our Greatest Asset, And We Invest Heavily In Them

Blake Whitten

Blake Whitten

LPL Financial Advisor

410-228-6715

410-934-3272

Greg Whitten

Greg Whitten

Senior Financial Consultant

410-228-6715

410-934-3272

Al Glessner

Al Glessner

LPL Financial Advisor

410-228-6715

410-934-3272

Beth Whipple

Beth Whipple

Client Relationship Manager

410-221-6229

410-934-3272

Jordan Linthicum

Jordan Linthicum

LPL Registered Administrative Associate

410-228-6715

410-934-3272

Diana Robbins

Diana Robbins

Client Service Associate

410-228-6715

410-934-3272

Our FirmServing You
Since 1986

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We strive to become the premier wealth advisory firm on the Mid-Shore and the surrounding region, as recognized by unrivaled service and delivery to our clients.

Our ProcessWe Strive for Excellence as Much as You Do

Step 1: Discovery Call

Step 2: Build Your Plan

Step 3: Enjoy Life

The Beacon Formula™

InsightsNews & Resources

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More
Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
Learn More
Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Learn More

We Want To Hear From You

Reach out to us today to schedule a discovery call!

Contact Us